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  • 841 Topics
  • 2,266 Replies
841 Topics
A
Seasoned Pigmenteer
A_GarneriSeasoned Pigmenteer
asked in Questions & Conversations
Aggregation Cells on Tables with metrics that uses multiple Dimensions

Hello Pigment!We have some scenarios where we use multiple Metrics with different dimensions on the same table, ex: This table has Products and Month on Rows, Metrics as columns. Metrics structures below:Metric Dimensions Formula Product Demand Product, Month - Vendor Product Products.Vendor Planner Product Products.Planner We are aware that a possible solution could be adding “Month” dimension on Vendor and Planner metrics then add “[ADD CONSTANT: Month]” at the end of their formulas, this would lead us to our desired shape: However, this might not be the ideal solution; we do not need to be “calculating” Vendor and Planner every Month, for every Product, since those are properties which are not changing at all (not monthly, weekly, at least). Our apps are quite big, that is why we are trying to avoid that.There is a workaround? Also, there is a way to omit the “Total” rows/columns at all?

1042
A
Seasoned Pigmenteer
R
Newly Minted Pigmenteer
Ronit_SNewly Minted Pigmenteer
asked in Questions & Conversations
Changing calendar settings

Hi,I’ve bullied an app and set up the calendar and set the start month to January. Now that everything is set up we want to change the start month to February . Is it possible?Thanks

7866
Benoit
Community Manager
J
Newly Minted Pigmenteer
Jacques d. S.Newly Minted Pigmenteer
asked in Questions & Conversations
Filter by views in a board

Hello, For our monthly reporting we would like to filter by views in the boards we have, is it possible ?For exemple, for our revenues or COGS, in a same metric we have views by clients, countries, cohorts… and we would like to have filters based on these views in our reporting boards.Thank you for your answer. Jacques

692
J
Newly Minted Pigmenteer
D
dariousKeen Learner
asked in Questions & Conversations
Add "Month" to "Month of Year" without aggregation

Hi Pigment Community,I’m working on building a forecasting model and have encountered a challenge that I could use some help with.The core of my model is based on using the "Month of Year" dimension to allow users to input information. However, I now need to incorporate the "Month" dimension for a specific year, which I want to select using a switchover date.The issue arises when I create a new metric and add the "Month" dimension. After filtering for my designated year, the metric aggregates the total values across all columns, leading to an incorrect result. Essentially, the metric isn't giving me the precise data I need.You might wonder why I didn’t implement the "Month" dimension from the start. My goal was to minimize the work required to maintain and update the model as we transition into a new year. In my current setup, the user inputs values for the "Month of Year," and I planned to assign these values to the desired year later, based on the switchover date.My main question is:

1714
D
O
Newly Minted Pigmenteer
Olivia Van Gerven
asked in Questions & Conversations
By Modifier "-> "

Hi, I have a metric with 3 dimensions: Quarter, Products & Employee. I also have a transaction list with the following infoSale XYZ  - in Q1 24  (dimension Quarter) - Productclass A - sold by John (dimension employee) - previous product seller is Anna (dimension employee)Sale FMG - in Q1 24 - Productclass A - sold by Maria - previous product seller is John In my metric with dimension quarter, product, employee I am calling in all product sales, but I assign them to the previous product owner so something like [by: -> sale.product.previousseller]. However, in this way all sales get assigned to the last previous seller, whereas I want to assign the sale from John → Ann and the sale from Maria → John because they were at that point in time the previous seller.  How can I do this?  Thank you very much in advance  

921
CDALMAY
A
Newly Minted Pigmenteer
Antoine-2Newly Minted Pigmenteer
asked in Questions & Conversations
Merging Dimensions Across Applications in PIGMENT

Hi I would like to merge all the items from 2 dimensions of 2 distinct applications in PIGMENT into a new dimension. Is this possible, and if so, how?To give a bit of context, I have an existing application that tracks ongoing projects and those planned for the next two years (updated via an import), and I would like to create a dedicated application allowing users to submit their project requests for the next 2 to 6 years.These requests will be subject to prioritization, and not all will be carried out. Therefore, I would like to distinguish between confirmed projects and future project requests by creating 2 distinct dimensions. However, in the end, I would like to merge them into a single dimension to facilitate analysis of all projects.Thank you in advance for your help.Have a great day,Antoine

1792
A
Newly Minted Pigmenteer
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Functionality for aggregating the data by a metric

In Pigment, Is there any way to use a metric with BY modifierI have two source metrics named as ‘Assigned’ and ‘Calendar Week’: “Assigned” with data type: Number Dimensions: Project, Role, Project Weeks “Calendar Week” with data type: Weeks(dimension list)  Dimensions: Project, Project WeeksI need to create a target metric:“Final metric”: of the data type: NumberDimensions: Project, Role, WeeksI’m trying this formula for “Final Metric” : ‘Assigned’[BY: ‘Calendar Week’]Since, Calendar Week is a metric and not a dimension list, formula is throwing error. Is there any way by which I can use the metric with modifiers?Can someone let me know if there is any suitable approach for this solution?

1002
P
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Increment the values by 1 for each column

Hi folks,I have a metric: “Start Week” of the datatype: “custom Weeks List” and using dimension “Project”. So, it has Start Week for every project. E.g. “Week 1” , “Week 27” for ABC, XYZ project respectively.In the metric: “Calendar Week” of the data type: “Weeks” List and using dimension: “Project” and “Project Weeks”, I am trying to fetch the Start Week and then increment it by 1 for every column of Project Week.I have tried this formula: 'Start Week'[ADD: 'Project Weeks']But, it is giving me the same value of “Start Week” value for every column in each project.Desired Outcome: For the 1st Project Week Column: it should give the “Start Week” value and for the next Project Week Column: (Start Week + 1) and for the next : (Start Week + 2) and so on…I have tried using SHIFT('Start Week'[ADD: 'Project Weeks'],1)but it gives Week 2, Week 28 for ABC, XYZ project respectively for every column .  SHIFT operatorSo basically, the values should be incremented by 1 for the subsequent columns.Wee

1262
Stef
Employee
A
Budding Pigmenteer
AlinaBudding Pigmenteer
asked in Questions & Conversations
Maximum cardinality exceeded when using calculations

Hi, I was trying to use Calculations and faces maximum cardinality issue. I have metrics for BoP, EoP and 2 metrics I need to add. So, the logic would be EoP = BoP + Metric 1 + Metric 2Each of them has 6 dimension, and unfortunately I can’t get rid of any dimensions.We used the logic of where BoP = EoP {select month -1] and EoP is calculated as previous month + Metric 1 + Metric 2 but we faced formula timeout recently.Maybe anyone has any ideas how it can be solved? 

1543
Matt D
Employee
S
Just Arrived
Siddhika JadhavJust Arrived
asked in Questions & Conversations
I am not able to input data in any of the metrics since it shows the below error.

 

572
Benoit
Community Manager
Natalie
Newly Minted Pigmenteer
NatalieNewly Minted Pigmenteer
asked in Questions & Conversations
Signing in to your Pigment Workspace with SSO

What is the best process for an organization to use SSO with Pigment? 

8862
Pierre
Community Manager
M
Newly Minted Pigmenteer
MikhailIvinNewly Minted Pigmenteer
asked in Questions & Conversations
Advanced Modeling Training

Hi!It would be great to create another step of the Learning Path to enable many topics not covered in the Fundamental training but present in the articles in the community, such as Variables, integrations, naming convention and etc.The next step for advanced models and enterprise cases would be of use.Could you please tell if it’s on the roadmap? Or perhaps I overlooked it and would be glad if you provide me with the link.Thanks.

6115
M
Budding Pigmenteer
M
Newly Minted Pigmenteer
Moosa MalickNewly Minted Pigmenteer
asked in Questions & Conversations
Sharing Calendar Dimensions

Hi community.Is it possible to add calendar dimensions e.g. Month from one application, as widget in another applications board view?  Cheers

1092
M
Newly Minted Pigmenteer
C
Seasoned Pigmenteer
Cedric LJSeasoned Pigmenteer
asked in Questions & Conversations
Display client ranking

Hello, I would like to display the ranking of my client (1,2,3…..) based on their actual value , how can i do it ?Thanks for your help  

731
Stef
Employee
D
dariousKeen Learner
asked in Questions & Conversations
Formate Input Metric to match existing Metrics

Hi Pigment Community, Hope you’re all doing well. I’m currently having a formatting/metric structure issue and was wondering if anyone had a solution to my problem. The current challenge I’m facing is that when I create a table using 2 existing metrics and 1 input metric, the format of my table follows the input metric, when I would like it to follow the format of the existing metrics. To further explain I have a list of managers and territories. Managers only operate in one territory, so in a table manager A should only be seen under country X, however I am seeing that Manager A is listed under Country A, B, C, etc...Blocks:DIMENSION: Opp Owner Name METRIC: Revenue [$] Y-1 METRIC: Revenue [$] Y-2 (no picture provided because its the same as Revenue [$] Y-1) METRIC: Yearly Bookings [$] - Input - NBiz TABLE: Output Yearly Bookings ($)To help explain I have attached images below that walk you through the issue I am facing.The first image “Opp Owner Name” shows a dimension that has a mapp

1212
D
MARCO_BMG
Budding Pigmenteer
MARCO_BMGBudding Pigmenteer
asked in Questions & Conversations
Access rights on data level (Actual vs Forecast)

Hi Pigment community,I want to manage the edit rights in a Board, so that users only can edit/add data for Forecast data and should not edit/override the Actuals data. I created a Period Type metric:   I added the Period Type to the Year metric:   I created a custom Access Rights Metric named “Forecast Rule” for the Period Type and Year metric. I updated the access to Actual on Read / No Write and to Forecast Read / Write for all users:   I defined the rule so that it should be applied to all metrics using these Dimensions ( I also tried with “Period Type” only):   I created a Board that shows my sales data for projects and I still can edit/override the Actuals data in 2023:   After reading the Knowledge Base articles for managing Access rights, I tried many different things in my configuration, but was not able to figure out the proper way. I also found no other solution in the forum, so I would be happy if someone can help me understand and solve this issue.Best regards,Marco

1332
MARCO_BMG
Budding Pigmenteer
A
Budding Pigmenteer
AlinaBudding Pigmenteer
asked in Questions & Conversations
Set Up notifications when load happened

Is it possible to set up notification every time when the load automatically happened from a native integration? Does it depend on the type of plan? 

1044
A
Budding Pigmenteer
M
Employee
Maxim KudashkinEmployee
posted in Questions & Conversations
How to Fix Special Characters in Your Name in Pigment Academy

Hello Pigment Community!If you’ve noticed that special characters (i.e. è or á) in your name aren’t displaying correctly in Pigment Academy, here’s a quick and easy fix: Login to Pigment Workspace: Start by logging into your Pigment workspace. Access Account Settings: Click on your profile name in the bottom left corner and select 'Account settings' from the menu options. Pigment - Account Settings  Update Your Name: Under the "My Profile" page, update your name by adding a random character (e.g., a letter or a number) at the end. Settings - My Profile  Save Changes: Click 'Save changes' to update your profile. Remove the Random Character: Once the changes are saved, go back and remove the previously added character from your name. Save Changes Again: Click 'Save changes' once more. Re-log into the Academy: Log out of the Academy, and back in again through your Pigment login. This process will refresh your profile information and should resolve any issues with special chara

630
M
Employee
MARCO_BMG
Budding Pigmenteer
MARCO_BMGBudding Pigmenteer
asked in Questions & Conversations
Matching 2 lists with ranges

I have two lists.List with account numbers List with account groups and min + max rangesI want a function that assigns the numbers from the first list to the correct category in the second list if the number is within the respective range.I found the solution in Excel and could not find a suitable way to implement this in Pigment. Here is the Excel solution:=INDEX($D$2:$D$6, MATCH(TRUE, ($E$2:$E$6 <= A2) * ($F$2:$F$6 >= A2), 0))INDEX($D$2:$D$6): This part selects the Category column. MATCH(TRUE, ($E$2:$E$6 <= A2) * ($F$2:$F$6 >= A2), 0): This part finds the row where the number in column A falls within the Min and Max range.I tried to use the MATCH function with some IF clauses, but that was not possible. Also the IN function could help with ranges, but I haven’t found a way to combine it with the MATCH function.Is there any way to realize this with Pigment? If not, maybe that could be helpful in the future.

3345
CDALMAY
J
Budding Pigmenteer
JagmitBudding Pigmenteer
posted in Questions & Conversations
Visual Hints feature – Calculated Metric with Input allowed

Hi,I believe the visual hint feature for metrics is a great feature for the end users. However, I have observed it doesn’t work as suggested for the metric that is calculated and overriding with an input value is allowed. Example: I have a metric ‘Annual Bonus’, and under the Metric’s ‘Data Input’ settings enabled the ‘Allow overriding formula results with an input’ option.Data Input setting updated to ‘Allow overriding’ But, if you see it in the Board, it will show only as a Calculated metric i.e. grey vertical column at the right side of the cell, and not as the ‘Calculation with Input allowed’ i.e. with both pale yellow background as well as the grey vertical bar at right side of the cell, to indicate that it is both calculated and input/override is allowed. Without the pale-yellow background there is no clear distinction between the two calculations with or without input cells hints. Calculation with Input allowed - visual hint same as CalculatedAny thoughts about this bug or is it

1443
Thu Mai
Rasagya
Newly Minted Pigmenteer
RasagyaNewly Minted Pigmenteer
asked in Questions & Conversations
Max function not working on prior months

Hi all - I’m looking to calculate the maximum value of the last 3 months but seem to be getting incorrect values with my current formula. Adding screenshots below. Tried “MAX(Value, Value[select: Month - 1], Value[select: Month - 2])” but it seems to be causing a mismatch in dimensionality somehow.  

1385
Stef
Employee
V
Just Arrived
VKTRJust Arrived
asked in Questions & Conversations
How to change the scale of Y-axis in a combined chart?

Hi,I am trying to change the scale of the Y-axis on a combined chart, but am not seeing the option of a “Fixed” scale.Interestingly, on a Secondary Y scale this is possible (pls see below) In a separate discussion below, it was stated that this should just be an issue with bar charts, but I cannot find the option in the combined chart either.Thanks for the help! 

981
K
Newly Minted Pigmenteer
MARCO_BMG
Budding Pigmenteer
MARCO_BMGBudding Pigmenteer
asked in Questions & Conversations
Detailed video instructions for modeling in pigment

Hi Pigment Community,I am a beginner in financial modeling and have a very shallow learning curve in Pigment and often don't progress well. I have to constantly look up tutorials and forums to do simple things that I often don't fully understand.What would help me a lot would be a detailed video of a project where the budget or forecast in Pigment is set up step by step and all the steps in Pigment are explained. Especially modeling with dimensions, transaction lists etc. is difficult for me without a lot of previous experience. (E.g. which metrics do you basically need and how are they created from the raw data?)Are there any such videos available?  I haven't found any suitable examples on YouTube or Google.Is there an overview page of all Pigment videos from the Academy? That would also help a bit without always having to search in the respective topic subpages.Thank you!M

2843
Tatiana
Community Manager
L
Newly Minted Pigmenteer
laura.cNewly Minted Pigmenteer
asked in Questions & Conversations
Pigment workflow to input dimension

Hello everyone,I know that automation/workflow needs to be designed with Metrics but I would like some people to input a dimension (with Data Type “Text”) and then select from several elements in several properties (each property being of the Data Type “Dimension”).In the following example (which is a Dimension), I want some employees to input the Name of the subject they will be working on and then select the start date of the subject, the end date, link is to a project, a product and an activity.I have absolutely no idea of how to do that. Any tips?Many thanksLaura  

2773
Thu Mai
G
Just Arrived
gozseker1Just Arrived
asked in Questions & Conversations
Conditional Number Formatting

Looking to toggle between whole $ numbers and %’s for budget driver values - I would like to be able to set up any value between 0 and 1 to show up as e.g. 5% vs 0.05, but the same metric also has $20,0000 type direct annual input amounts. Is this possible?

2292
Keiran
Community Manager

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